Fellow professionals: - To ensure we can work successfully together we prefer to set up a conference call in the first instance.

Individuals

One off (Tactical) advice on a particular issue –

• where we analyse;
• recommend and implement
• but never review

We can provide a review

• with and without investment recommendations

We can provide integrated financial planning

• with financial modelling
• investment advice in sync with the plan and model

We can provide financial education of children and grandchildren

• helping to promote capability and prudence
  

Families

One off (Tactical) advice on a particular issue –

• where we analyse;
• recommend and implement
• but never review

We can provide a review

• with and without investment recommendations

We can provide integrated financial planning

• with financial modelling
• investment advice in sync with the plan and model – where we provide aggregated charging discounts

We can provide financial education of children and grandchildren

• helping to promote capability and prudence

Trusts

One off (Tactical) advice on a particular issue –

• where we analyse;
• recommend and implement
• but never review

We can provide a review

• with and without investment recommendations

We can provide integrated financial planning

• with financial modelling
• investment advice in sync with the plan and model

We can provide financial education of trustees, children and grandchildren

• helping to promote capability and prudence

Corporate

One off (Tactical) advice on a particular issue –

• where we analyse;
• recommend and implement
• but never review

We can provide a review

• with and without investment recommendations

We can provide integrated financial planning

• with financial modelling
• investment advice in sync with the plan and model

Executive counselling

• Benefit restructuring
• Redundancy
• Death in service
• Retirement

Investment advice

• Defined contribution
• Defined benefits

Review of previous advice

• Suitability of benefits currently provided

Strategic advice

• Review of employee benefits
• Review of key man coverage
• Review of share purchase arrangements
  

Expert Witness

• We can and do provide expert witness on:-
• Pensions and Divorce and related issues
• Miss selling of financial products/services

Important

• The criteria we apply to new clients apply equally to those introduced by fellow professionals. This is important as it ensures our charges represent good value for those using our services
• For more details on any of these services please consult the relevant sections in this website or contact us info@syndaxi.co.uk